Diversity and equality

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.

Adviser gender ratios are reversed in this sector, for better or worse.

10 financial planning tips and strategies for planners to help same-sex couples.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

The following interviews show opportunity for gender equality in the industry, a leading recruiter says.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.